Greene, Tweed & Co. , Inc. Union Employees 401(K) Savings Plan — Form 5500 plan (Greene, Tweed & Co., Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greene, Tweed & Co. , Inc. Union Employees 401(K) Savings Plan is a benefit plan reported by Greene, Tweed & Co., Inc. under EIN 46-4212973 and plan number 004. The latest loaded filing year is 2023. The filing reports 460 participants and $42,732,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greene, Tweed & Co., Inc.
EIN
46-4212973
Plan number
004
Plan type
2
Location
Kulpsville, PA
Latest filing year
2023
Participants
460
End-of-year plan assets
$42,732,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20240917123139NAL0002897809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,732,620
Total liabilities (EOY)
$0
Net assets (EOY)
$42,732,620
Net assets (BOY)
$36,819,689

Income & contributions

Employer contributions
$800,148
Participant contributions
$1,890,831
Total contributions
$2,884,643
Total income / additions
$10,545,119

Expenses & distributions

Benefits paid
$4,469,691
Administrative expenses
$44,609
Total expenses
$4,514,300
Net increase / (decrease)
$6,030,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$44,609$02023

Related Form 5500 pages